Growing, Protecting, and Transitioning Wealth

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We provide goals-based investment management solutions designed to grow, protect, and transition wealth for high-net-worth individuals, corporate executives, business owners, entrepreneurs, and their families. This includes tax and estate planning strategies, retirement income planning and risk management.

Our group focuses on developing comprehensive, results-focused investment plans designed to enable clients to efficiently pursue long-term financial success and seamlessly transfer wealth to future generations.

Because significant wealth requires a distinctively elevated level of service and focus, our practice believes in building lasting relationships with a limited number of clients. We take the time to understand your most important priorities for today, tomorrow, and your long-term future.

Contact Us

We welcome the opportunity to meet with you to learn more about your wealth management needs and goals, and discuss how we can serve as a resource to develop strategies designed to achieve your objectives.

Please contact us today at [email protected] or (617) 854-1982 to schedule a confidential, no-obligation portfolio review or private consultation.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CT, FL, GA, MA, MD, ME, NC, NJ, NY, OH, PA, RI, VA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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